@monarkmarkets/api-client 1.3.27 → 1.3.29

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/dist/Client.d.ts CHANGED
@@ -73,6 +73,7 @@ export declare class Client {
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  * @param preIPOCompanyInvestmentId (optional) PreIPOCompanyInvestmentId to filter by.
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  * @param transactionId (optional) TransactionId to filter by (InvestorSubscription or RegisteredFundSubscription).
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  * @param registeredFundId (optional) RegisteredFundId to filter by.
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+ * @param managerId (optional) Manager ID to filter by. Filters documents that third party managers should see.
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  * @param documentType (optional) Type of document to filter by.
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  * @param page (optional) Number of the page to retrieve.
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  Defaults to 1 if not specified.
@@ -82,7 +83,7 @@ export declare class Client {
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  * @param sortOrder (optional) Sort order for results.
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  * @return OK
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  */
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- getAllDocumentsV2(investorId: string | undefined, preIPOCompanyId: string | undefined, preIPOCompanySPVId: string | undefined, preIPOCompanyInvestmentId: string | undefined, transactionId: string | undefined, registeredFundId: string | undefined, documentType: DocumentType2 | undefined, page: number | undefined, pageSize: number | undefined, exactMatch: boolean | undefined, sortOrder: SortOrder2 | undefined): Promise<DocumentV2ApiResponse>;
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+ getAllDocumentsV2(investorId: string | undefined, preIPOCompanyId: string | undefined, preIPOCompanySPVId: string | undefined, preIPOCompanyInvestmentId: string | undefined, transactionId: string | undefined, registeredFundId: string | undefined, managerId: string | undefined, documentType: DocumentType2 | undefined, page: number | undefined, pageSize: number | undefined, exactMatch: boolean | undefined, sortOrder: SortOrder2 | undefined): Promise<DocumentV2ApiResponse>;
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  protected processGetAllDocumentsV2(response: Response): Promise<DocumentV2ApiResponse>;
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  /**
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  * Signs a document by a document ID.
@@ -613,6 +614,72 @@ export declare class Client {
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  */
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  getPartner(): Promise<Partner>;
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  protected processGetPartner(response: Response): Promise<Partner>;
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+ /**
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+ * Gets all targets of a specific type that have been approved.
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+ * @param targetType (optional) Type of the target entities to retrieve (PreIPOCompanySPV, RegisteredFund, etc.).
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+ * @param page (optional) Number of the page to retrieve.
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+ Defaults to 1 if not specified.
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+ * @param pageSize (optional) Size of the page to retrieve.
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+ Defaults to 25 if not specified.
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+ * @return Returns the list of approved target IDs.
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+ */
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+ getPartnerApprovedTargets(targetType: TargetType | undefined, page: number | undefined, pageSize: number | undefined): Promise<GuidApiResponse>;
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+ protected processGetPartnerApprovedTargets(response: Response): Promise<GuidApiResponse>;
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+ /**
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+ * Gets all approved targets for the authenticated Partner with full target objects included, optionally filtered by target type.
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+ * @param page (optional) Number of the page to retrieve.
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+ Defaults to 1 if not specified.
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+ * @param pageSize (optional) Size of the page to retrieve.
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+ Defaults to 25 if not specified.
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+ * @param targetType (optional) Optional target type to filter by (PreIPOCompanySPV, RegisteredFund, etc.). If not provided, returns all types.
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+ * @return Returns the approved targets with full objects.
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+ */
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+ getPartnerApprovedTargetsWithObjects(page: number | undefined, pageSize: number | undefined, targetType: TargetType2 | undefined): Promise<PartnerApprovalWithTargets>;
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+ protected processGetPartnerApprovedTargetsWithObjects(response: Response): Promise<PartnerApprovalWithTargets>;
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+ /**
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+ * Checks if a specific target has been approved.
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+ * @param targetId ID of the target entity.
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+ * @param targetType (optional) Type of the target entity.
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+ * @return Returns whether approval exists.
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+ */
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+ isTargetApproved(targetId: string, targetType: TargetType3 | undefined): Promise<boolean>;
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+ protected processIsTargetApproved(response: Response): Promise<boolean>;
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+ /**
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+ * Approves a target.
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+ * @param targetId ID of the target entity.
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+ * @param targetType (optional) Type of the target entity.
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+ * @param body (optional) Approval request containing optional notes.
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+ * @return Target successfully approved.
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+ */
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+ approveTarget(targetId: string, targetType: TargetType4 | undefined, body: CreatePartnerApproval | undefined): Promise<boolean>;
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+ protected processApproveTarget(response: Response): Promise<boolean>;
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+ /**
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+ * Gets the approval record for a specific target.
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+ * @param targetId ID of the target entity.
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+ * @param targetType (optional) Type of the target entity.
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+ * @return Returns the approval record.
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+ */
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+ getPartnerTargetApproval(targetId: string, targetType: TargetType5 | undefined): Promise<PartnerApproval>;
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+ protected processGetPartnerTargetApproval(response: Response): Promise<PartnerApproval>;
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+ /**
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+ * Gets an approval record by Id.
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+ * @param approvalId ID of the approval record.
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+ * @return Returns an approval record.
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+ */
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+ getPartnerTargetApprovalById(approvalId: string): Promise<PartnerApproval>;
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+ protected processGetPartnerTargetApprovalById(response: Response): Promise<PartnerApproval>;
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+ /**
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+ * Gets all approval records with optional filtering.
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+ * @param page (optional) Number of the page to retrieve.
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+ Defaults to 1 if not specified.
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+ * @param pageSize (optional) Size of the page to retrieve.
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+ Defaults to 25 if not specified.
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+ * @param targetType (optional) Optional target type to filter by.
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+ * @param sortOrder (optional) Sort order for results.
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+ * @return Returns the list of approval records.
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+ */
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+ getAllPartnerTargetApprovals(page: number | undefined, pageSize: number | undefined, targetType: TargetType6 | undefined, sortOrder: SortOrder9 | undefined): Promise<PartnerApprovalApiResponse>;
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+ protected processGetAllPartnerTargetApprovals(response: Response): Promise<PartnerApprovalApiResponse>;
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  /**
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  * Generates a pdf from the template and the provided data mapping fields.
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  * @param id The document template Id.
@@ -719,7 +786,7 @@ export declare class Client {
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  * @param isActive (optional) Optional active state filter.
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  * @return OK
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  */
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- getAllPreIPOCompanies(page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, searchCategories: string[] | undefined, sortBy: SortBy | undefined, sortOrder: SortOrder9 | undefined, minLastValuation: number | undefined, maxLastValuation: number | undefined, minTotalFunding: number | undefined, maxTotalFunding: number | undefined, listingType: string | undefined, isActive: boolean | undefined): Promise<PreIPOCompanyApiResponse>;
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+ getAllPreIPOCompanies(page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, searchCategories: string[] | undefined, sortBy: SortBy | undefined, sortOrder: SortOrder10 | undefined, minLastValuation: number | undefined, maxLastValuation: number | undefined, minTotalFunding: number | undefined, maxTotalFunding: number | undefined, listingType: string | undefined, isActive: boolean | undefined): Promise<PreIPOCompanyApiResponse>;
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  protected processGetAllPreIPOCompanies(response: Response): Promise<PreIPOCompanyApiResponse>;
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  /**
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  * Bulk Download all PreIPOCompanies.
@@ -755,7 +822,7 @@ export declare class Client {
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  * @param sortOrder (optional)
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  * @return OK
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  */
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- getAllPreIPOCompanyFundingRounds(page: number | undefined, pageSize: number | undefined, preIPOCompanyId: string | undefined, searchTerm: string | undefined, sortOrder: SortOrder10 | undefined): Promise<PreIPOCompanyFundingRoundApiResponse>;
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+ getAllPreIPOCompanyFundingRounds(page: number | undefined, pageSize: number | undefined, preIPOCompanyId: string | undefined, searchTerm: string | undefined, sortOrder: SortOrder11 | undefined): Promise<PreIPOCompanyFundingRoundApiResponse>;
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  protected processGetAllPreIPOCompanyFundingRounds(response: Response): Promise<PreIPOCompanyFundingRoundApiResponse>;
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  /**
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  * Get a PreIPOCompanyInvestment by Id
@@ -777,7 +844,7 @@ export declare class Client {
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  * @param sortOrder (optional)
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  * @return OK
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  */
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- getAllPreIPOCompanyInvestments(investorId: string, nameFilter: string | undefined, page: number | undefined, pageSize: number | undefined, preIpoCompanyId: string | undefined, sortOrder: SortOrder11 | undefined): Promise<PreIPOCompanyInvestmentApiResponse>;
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+ getAllPreIPOCompanyInvestments(investorId: string, nameFilter: string | undefined, page: number | undefined, pageSize: number | undefined, preIpoCompanyId: string | undefined, sortOrder: SortOrder12 | undefined): Promise<PreIPOCompanyInvestmentApiResponse>;
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  protected processGetAllPreIPOCompanyInvestments(response: Response): Promise<PreIPOCompanyInvestmentApiResponse>;
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  /**
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  * Get a PreIPOCompanyNews by Id.
@@ -797,7 +864,7 @@ export declare class Client {
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  * @param sortOrder (optional)
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  * @return OK
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  */
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- getAllPreIPOCompanyNews(searchTerm: string | undefined, page: number | undefined, pageSize: number | undefined, preIPOCompanyId: string | undefined, sortOrder: SortOrder12 | undefined): Promise<PreIPOCompanyNewsApiResponse>;
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+ getAllPreIPOCompanyNews(searchTerm: string | undefined, page: number | undefined, pageSize: number | undefined, preIPOCompanyId: string | undefined, sortOrder: SortOrder13 | undefined): Promise<PreIPOCompanyNewsApiResponse>;
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  protected processGetAllPreIPOCompanyNews(response: Response): Promise<PreIPOCompanyNewsApiResponse>;
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  /**
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  * Get a PreIPOCompanyResearch by Id.
@@ -819,7 +886,7 @@ export declare class Client {
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  * @param relation (optional)
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  * @return OK
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  */
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- getPreIPOCompanyResearchAll(page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, preIPOCompanyId: string | undefined, sortOrder: SortOrder13 | undefined, researchType: ResearchType | undefined, relation: Relation | undefined): Promise<PreIPOCompanyResearchApiResponse>;
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+ getPreIPOCompanyResearchAll(page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, preIPOCompanyId: string | undefined, sortOrder: SortOrder14 | undefined, researchType: ResearchType | undefined, relation: Relation | undefined): Promise<PreIPOCompanyResearchApiResponse>;
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  protected processGetPreIPOCompanyResearchAll(response: Response): Promise<PreIPOCompanyResearchApiResponse>;
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  /**
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  * Get a PreIPOCompanySPV by Id
@@ -855,7 +922,7 @@ export declare class Client {
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  * @param sortBy (optional)
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  * @return OK
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  */
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- getAllPreIPOCompanySPVs(investorId: string, monarkStage: MonarkStage | undefined, exemptionsClaimed: ExemptionsClaimed[] | undefined, nameFilter: string | undefined, preIPOCompanyId: string | undefined, preIPOCompanyInvestmentId: string | undefined, isApproved: boolean | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder14 | undefined, sortBy: SortBy2 | undefined): Promise<PreIPOCompanySPVApiResponse>;
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+ getAllPreIPOCompanySPVs(investorId: string, monarkStage: MonarkStage | undefined, exemptionsClaimed: ExemptionsClaimed[] | undefined, nameFilter: string | undefined, preIPOCompanyId: string | undefined, preIPOCompanyInvestmentId: string | undefined, isApproved: boolean | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder15 | undefined, sortBy: SortBy2 | undefined): Promise<PreIPOCompanySPVApiResponse>;
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  protected processGetAllPreIPOCompanySPVs(response: Response): Promise<PreIPOCompanySPVApiResponse>;
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  /**
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  * Gets all Financial Institutions that have access to a specific SPV
@@ -894,6 +961,7 @@ export declare class Client {
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  * @param pageSize (optional) Size of the page to retrieve.
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  Defaults to 25 if not specified.
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  * @return Returns the list of approved SPVs.
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+ * @deprecated
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  */
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  getPartnerApprovedSPVs(page: number | undefined, pageSize: number | undefined): Promise<PreIPOCompanySPVApiResponse>;
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  protected processGetPartnerApprovedSPVs(response: Response): Promise<PreIPOCompanySPVApiResponse>;
@@ -901,6 +969,7 @@ export declare class Client {
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  * Checks if a specific SPV has been approved.
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  * @param spvId ID of the SPV.
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  * @return Returns whether approval exists.
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+ * @deprecated
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  */
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  isSpvApproved(spvId: string): Promise<boolean>;
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  protected processIsSpvApproved(response: Response): Promise<boolean>;
@@ -909,6 +978,7 @@ export declare class Client {
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  * @param spvId ID of the SPV.
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  * @param body (optional) Approval request containing optional notes.
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  * @return SPV successfully approved.
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+ * @deprecated
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  */
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  approveSpv(spvId: string, body: CreatePreIPOCompanySPVPartnerApproval | undefined): Promise<boolean>;
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  protected processApproveSpv(response: Response): Promise<boolean>;
@@ -916,12 +986,14 @@ export declare class Client {
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  * Gets the approval record for a specific SPV.
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  * @param spvId ID of the SPV.
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  * @return Returns the approval record.
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+ * @deprecated
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  */
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  getPartnerSpvApproval(spvId: string): Promise<PreIPOCompanySPVPartnerApproval>;
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  protected processGetPartnerSpvApproval(response: Response): Promise<PreIPOCompanySPVPartnerApproval>;
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  /**
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  * Gets an approval record by Id.
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  * @return Returns an approval record.
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+ * @deprecated
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  */
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  getPartnerSpvApprovalById(approvalId: string): Promise<PreIPOCompanySPVPartnerApproval>;
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  protected processGetPartnerSpvApprovalById(response: Response): Promise<PreIPOCompanySPVPartnerApproval>;
@@ -933,8 +1005,9 @@ export declare class Client {
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  Defaults to 25 if not specified.
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  * @param sortOrder (optional) Sort order for results.
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  * @return Returns the list of approval records.
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+ * @deprecated
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  */
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- getAllPartnerSpvApprovals(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder15 | undefined): Promise<PreIPOCompanySPVPartnerApprovalApiResponse>;
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+ getAllPartnerSpvApprovals(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder16 | undefined): Promise<PreIPOCompanySPVPartnerApprovalApiResponse>;
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  protected processGetAllPartnerSpvApprovals(response: Response): Promise<PreIPOCompanySPVPartnerApprovalApiResponse>;
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  /**
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  * Create a Questionnaire.
@@ -959,7 +1032,7 @@ export declare class Client {
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  * @param sortOrder (optional)
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  * @return Returns the list of Questionnaires.
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  */
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- getAllQuestionnaires(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder16 | undefined): Promise<QuestionnaireApiResponse>;
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+ getAllQuestionnaires(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder17 | undefined): Promise<QuestionnaireApiResponse>;
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  protected processGetAllQuestionnaires(response: Response): Promise<QuestionnaireApiResponse>;
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  /**
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  * Delete a Questionnaire.
@@ -994,7 +1067,7 @@ export declare class Client {
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  * @param sortOrder (optional)
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  * @return Returns the list of Questionnaire.
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  */
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- getAllQuestionnaireAnswers(investorId: string | undefined, questionnaireId: string | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder17 | undefined): Promise<QuestionnaireAnswerApiResponse>;
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+ getAllQuestionnaireAnswers(investorId: string | undefined, questionnaireId: string | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder18 | undefined): Promise<QuestionnaireAnswerApiResponse>;
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  protected processGetAllQuestionnaireAnswers(response: Response): Promise<QuestionnaireAnswerApiResponse>;
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  /**
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  * Get a QuestionnaireAnswer by Id
@@ -1024,7 +1097,7 @@ export declare class Client {
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  * @param assetClass (optional) Optional asset class to filter registered funds by asset class.
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  * @return OK
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  */
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- getAllRegisteredFunds(page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder18 | undefined, financialInstitutionId: string | undefined, assetClass: string | undefined): Promise<RegisteredFundApiResponse>;
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+ getAllRegisteredFunds(page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder19 | undefined, financialInstitutionId: string | undefined, assetClass: string | undefined): Promise<RegisteredFundApiResponse>;
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  protected processGetAllRegisteredFunds(response: Response): Promise<RegisteredFundApiResponse>;
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  /**
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  * Gets a SecondaryLink Evergreen Fund by ID.
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  * @param fundType (optional) Optional filter for fund type.
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  * @return Returns the list of EvergreenFund.
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  */
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- getAllSecondaryLinkEvergreenFunds(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder19 | undefined, strategyFocus: string | undefined, fundName: string | undefined, manager: string | undefined, fundType: string | undefined): Promise<EvergreenFundApiResponse>;
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+ getAllSecondaryLinkEvergreenFunds(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder20 | undefined, strategyFocus: string | undefined, fundName: string | undefined, manager: string | undefined, fundType: string | undefined): Promise<EvergreenFundApiResponse>;
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  protected processGetAllSecondaryLinkEvergreenFunds(response: Response): Promise<EvergreenFundApiResponse>;
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  /**
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  * Gets a SecondaryLink Evergreen News record by ID.
@@ -1072,7 +1145,7 @@ export declare class Client {
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  * @param evergreenFundId (optional) Optional filter for evergreen fund ID.
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  * @return Returns the list of EvergreenNews.
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  */
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- getAllSecondaryLinkEvergreenNews(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder20 | undefined, fundName: string | undefined, evergreenFundId: string | undefined): Promise<EvergreenNewsApiResponse>;
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+ getAllSecondaryLinkEvergreenNews(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder21 | undefined, fundName: string | undefined, evergreenFundId: string | undefined): Promise<EvergreenNewsApiResponse>;
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  protected processGetAllSecondaryLinkEvergreenNews(response: Response): Promise<EvergreenNewsApiResponse>;
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  /**
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  * Gets a SecondaryLink Evergreen Returns record by ID.
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  * @param evergreenFundId (optional) Optional filter for evergreen fund ID.
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  * @return Returns the list of EvergreenReturns.
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  */
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- getAllSecondaryLinkEvergreenReturns(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder21 | undefined, fundName: string | undefined, evergreenFundId: string | undefined): Promise<EvergreenReturnsApiResponse>;
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+ getAllSecondaryLinkEvergreenReturns(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder22 | undefined, fundName: string | undefined, evergreenFundId: string | undefined): Promise<EvergreenReturnsApiResponse>;
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  protected processGetAllSecondaryLinkEvergreenReturns(response: Response): Promise<EvergreenReturnsApiResponse>;
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  /**
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  * Gets a SecondaryLink Evergreen Share Classes record by ID.
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  * @param evergreenFundId (optional) Optional filter for evergreen fund ID.
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  * @return Returns the list of EvergreenShareClasses.
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  */
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- getAllSecondaryLinkEvergreenShareClasses(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder22 | undefined, fundName: string | undefined, evergreenFundId: string | undefined): Promise<EvergreenShareClassesApiResponse>;
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+ getAllSecondaryLinkEvergreenShareClasses(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder23 | undefined, fundName: string | undefined, evergreenFundId: string | undefined): Promise<EvergreenShareClassesApiResponse>;
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  protected processGetAllSecondaryLinkEvergreenShareClasses(response: Response): Promise<EvergreenShareClassesApiResponse>;
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  /**
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  * Create a new transaction (subscription or redemption).
@@ -1239,7 +1312,7 @@ export declare class Client {
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  * @param sortOrder (optional) Order of which to sort the webhooks by. Default is Descending
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  * @return Returns a list of Webhooks.
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  */
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- getAllWebhooks(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder23 | undefined): Promise<WebhookApiResponse>;
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+ getAllWebhooks(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder24 | undefined): Promise<WebhookApiResponse>;
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  protected processGetAllWebhooks(response: Response): Promise<WebhookApiResponse>;
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  /**
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  * Update a Webhook’s Information
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  * @param deliveryStatus (optional) Optional filter by delivery status.
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  * @return Returns a list of Webhook Events.
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  */
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- getAllWebhookEvents(id: string, from: Date, to: Date, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder24 | undefined, eventType: EventType | undefined, deliveryStatus: DeliveryStatus | undefined): Promise<WebhookEventApiResponse>;
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+ getAllWebhookEvents(id: string, from: Date, to: Date, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder25 | undefined, eventType: EventType | undefined, deliveryStatus: DeliveryStatus | undefined): Promise<WebhookEventApiResponse>;
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  protected processGetAllWebhookEvents(response: Response): Promise<WebhookEventApiResponse>;
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  }
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  /** Represents the version information of the API */
@@ -2029,6 +2102,20 @@ export interface ICreateInvestorSubscription {
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  /** The reference ID of an order submitted. */
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  orderReferenceId?: string | undefined;
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  }
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+ /** Request model for creating or updating a Partner approval. */
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+ export declare class CreatePartnerApproval implements ICreatePartnerApproval {
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+ /** Optional notes for this approval. */
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+ notes?: string | undefined;
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+ constructor(data?: ICreatePartnerApproval);
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+ init(_data?: any): void;
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+ static fromJS(data: any): CreatePartnerApproval;
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+ toJSON(data?: any): any;
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+ }
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+ /** Request model for creating or updating a Partner approval. */
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+ export interface ICreatePartnerApproval {
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+ /** Optional notes for this approval. */
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+ notes?: string | undefined;
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+ }
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  export declare class CreatePreIPOCompanySPVPartnerApproval implements ICreatePreIPOCompanySPVPartnerApproval {
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  notes?: string | undefined;
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  constructor(data?: ICreatePreIPOCompanySPVPartnerApproval);
@@ -2428,7 +2515,7 @@ See https://github.com/country-regions/country-region-data/blob/master/data.json
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  state: string | undefined;
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  /** Zip code of the entity. */
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  zipCode: string | undefined;
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- /** Country code of the entity. Country code of the investor. Check
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+ /** Country code of the entity. Check
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  https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
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  countryCode: string | undefined;
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  /** Street mailing address of the entity. */
@@ -2485,7 +2572,7 @@ See https://github.com/country-regions/country-region-data/blob/master/data.json
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  state: string | undefined;
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  /** Zip code of the entity. */
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  zipCode: string | undefined;
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- /** Country code of the entity. Country code of the investor. Check
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+ /** Country code of the entity. Check
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  https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
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  countryCode: string | undefined;
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2578
  /** Street mailing address of the entity. */
@@ -3083,6 +3170,18 @@ export interface IFundManager {
3083
3170
  /** Link to fund advisor's X page */
3084
3171
  x?: string | undefined;
3085
3172
  }
3173
+ export declare class GuidApiResponse implements IGuidApiResponse {
3174
+ items?: string[] | undefined;
3175
+ pagination?: Pagination | undefined;
3176
+ constructor(data?: IGuidApiResponse);
3177
+ init(_data?: any): void;
3178
+ static fromJS(data: any): GuidApiResponse;
3179
+ toJSON(data?: any): any;
3180
+ }
3181
+ export interface IGuidApiResponse {
3182
+ items?: string[] | undefined;
3183
+ pagination?: Pagination | undefined;
3184
+ }
3086
3185
  export declare class ICustomAttributeProvider implements IICustomAttributeProvider {
3087
3186
  constructor(data?: IICustomAttributeProvider);
3088
3187
  init(_data?: any): void;
@@ -5067,10 +5166,31 @@ export declare class Partner implements IPartner {
5067
5166
  partnerType: PartnerType;
5068
5167
  /** Legal Entity Name of the partner. */
5069
5168
  legalEntityName: string | undefined;
5070
- /** Country code of the investor. */
5169
+ /** ISO Phone Country Code. */
5170
+ primaryPhoneCountryCode?: string | undefined;
5171
+ /** The phone number of the Partner. */
5172
+ primaryPhone?: string | undefined;
5173
+ /** Partner's street 1 address. */
5174
+ street1?: string | undefined;
5175
+ /** Partner’s secondary street address. */
5176
+ street2?: string | undefined;
5177
+ /** City where the Partner resides. */
5178
+ city?: string | undefined;
5179
+ /** State of the Partner.
5180
+ See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
5181
+ state?: string | undefined;
5182
+ /** Zip code of the Partner. */
5183
+ zipCode?: string | undefined;
5184
+ /** Country code of the Partner. */
5071
5185
  countryCode?: string | undefined;
5072
5186
  /** Website of the Partner. */
5073
5187
  website?: string | undefined;
5188
+ /** The primary contact first name of the Partner. */
5189
+ primaryContactFirstName?: string | undefined;
5190
+ /** The primary contact last name of the Partner. */
5191
+ primaryContactLastName?: string | undefined;
5192
+ /** The primary email address of the Partner. */
5193
+ primaryEmail?: string | undefined;
5074
5194
  /** Executive Team of the partner. */
5075
5195
  executiveTeam?: string[] | undefined;
5076
5196
  /** DBA name for the Partner. */
@@ -5107,10 +5227,31 @@ export interface IPartner {
5107
5227
  partnerType: PartnerType;
5108
5228
  /** Legal Entity Name of the partner. */
5109
5229
  legalEntityName: string | undefined;
5110
- /** Country code of the investor. */
5230
+ /** ISO Phone Country Code. */
5231
+ primaryPhoneCountryCode?: string | undefined;
5232
+ /** The phone number of the Partner. */
5233
+ primaryPhone?: string | undefined;
5234
+ /** Partner's street 1 address. */
5235
+ street1?: string | undefined;
5236
+ /** Partner’s secondary street address. */
5237
+ street2?: string | undefined;
5238
+ /** City where the Partner resides. */
5239
+ city?: string | undefined;
5240
+ /** State of the Partner.
5241
+ See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
5242
+ state?: string | undefined;
5243
+ /** Zip code of the Partner. */
5244
+ zipCode?: string | undefined;
5245
+ /** Country code of the Partner. */
5111
5246
  countryCode?: string | undefined;
5112
5247
  /** Website of the Partner. */
5113
5248
  website?: string | undefined;
5249
+ /** The primary contact first name of the Partner. */
5250
+ primaryContactFirstName?: string | undefined;
5251
+ /** The primary contact last name of the Partner. */
5252
+ primaryContactLastName?: string | undefined;
5253
+ /** The primary email address of the Partner. */
5254
+ primaryEmail?: string | undefined;
5114
5255
  /** Executive Team of the partner. */
5115
5256
  executiveTeam?: string[] | undefined;
5116
5257
  /** DBA name for the Partner. */
@@ -5133,6 +5274,82 @@ export interface IPartner {
5133
5274
  all CRD numbers can be listed here. */
5134
5275
  managerCRD?: string[] | undefined;
5135
5276
  }
5277
+ /** Represents approval control mapping between targets (SPVs, Funds, etc.) and Partners. */
5278
+ export declare class PartnerApproval implements IPartnerApproval {
5279
+ /** Unique identifier for this approval record. */
5280
+ id?: string;
5281
+ /** The ID of the target entity (PreIPOCompanySPV, RegisteredFund, etc.). */
5282
+ targetId?: string;
5283
+ /** The type of target entity this approval applies to. */
5284
+ targetType?: PartnerApprovalTargetType;
5285
+ /** The ID of the Partner. */
5286
+ partnerId?: string;
5287
+ /** Whether the target is approved by the partner. */
5288
+ isApproved?: boolean;
5289
+ /** Optional notes field for this approval. */
5290
+ notes?: string | undefined;
5291
+ /** The date and time when this approval record was created. */
5292
+ createdAt?: Date;
5293
+ /** The date and time when this approval record was last updated. */
5294
+ updatedAt?: Date | undefined;
5295
+ constructor(data?: IPartnerApproval);
5296
+ init(_data?: any): void;
5297
+ static fromJS(data: any): PartnerApproval;
5298
+ toJSON(data?: any): any;
5299
+ }
5300
+ /** Represents approval control mapping between targets (SPVs, Funds, etc.) and Partners. */
5301
+ export interface IPartnerApproval {
5302
+ /** Unique identifier for this approval record. */
5303
+ id?: string;
5304
+ /** The ID of the target entity (PreIPOCompanySPV, RegisteredFund, etc.). */
5305
+ targetId?: string;
5306
+ /** The type of target entity this approval applies to. */
5307
+ targetType?: PartnerApprovalTargetType;
5308
+ /** The ID of the Partner. */
5309
+ partnerId?: string;
5310
+ /** Whether the target is approved by the partner. */
5311
+ isApproved?: boolean;
5312
+ /** Optional notes field for this approval. */
5313
+ notes?: string | undefined;
5314
+ /** The date and time when this approval record was created. */
5315
+ createdAt?: Date;
5316
+ /** The date and time when this approval record was last updated. */
5317
+ updatedAt?: Date | undefined;
5318
+ }
5319
+ export declare class PartnerApprovalApiResponse implements IPartnerApprovalApiResponse {
5320
+ items?: PartnerApproval[] | undefined;
5321
+ pagination?: Pagination | undefined;
5322
+ constructor(data?: IPartnerApprovalApiResponse);
5323
+ init(_data?: any): void;
5324
+ static fromJS(data: any): PartnerApprovalApiResponse;
5325
+ toJSON(data?: any): any;
5326
+ }
5327
+ export interface IPartnerApprovalApiResponse {
5328
+ items?: PartnerApproval[] | undefined;
5329
+ pagination?: Pagination | undefined;
5330
+ }
5331
+ /** Partner approval information with included target objects. */
5332
+ export declare class PartnerApprovalWithTargets implements IPartnerApprovalWithTargets {
5333
+ /** List of approved PreIPOCompanySPV targets. */
5334
+ preIPOCompanySPVs?: PreIPOCompanySPV[] | undefined;
5335
+ /** List of approved RegisteredFund targets. */
5336
+ registeredFunds?: RegisteredFund[] | undefined;
5337
+ /** Pagination information for the results. */
5338
+ pagination?: Pagination | undefined;
5339
+ constructor(data?: IPartnerApprovalWithTargets);
5340
+ init(_data?: any): void;
5341
+ static fromJS(data: any): PartnerApprovalWithTargets;
5342
+ toJSON(data?: any): any;
5343
+ }
5344
+ /** Partner approval information with included target objects. */
5345
+ export interface IPartnerApprovalWithTargets {
5346
+ /** List of approved PreIPOCompanySPV targets. */
5347
+ preIPOCompanySPVs?: PreIPOCompanySPV[] | undefined;
5348
+ /** List of approved RegisteredFund targets. */
5349
+ registeredFunds?: RegisteredFund[] | undefined;
5350
+ /** Pagination information for the results. */
5351
+ pagination?: Pagination | undefined;
5352
+ }
5136
5353
  /** Read model representing a PMI feed composite derived pricing record returned by the API. */
5137
5354
  export declare class PmiFeedPricing implements IPmiFeedPricing {
5138
5355
  /** Unique identifier of this record. */
@@ -7002,6 +7219,8 @@ export declare class TransactionAction implements ITransactionAction {
7002
7219
  responsibleParty: TransactionActionResponsibleParty;
7003
7220
  /** Text for an action that is a text acknowledgement. */
7004
7221
  actionText?: string | undefined;
7222
+ /** GitHub Flavored Markdown text for the action to provide rich formatted content. */
7223
+ markdownText?: string | undefined;
7005
7224
  constructor(data?: ITransactionAction);
7006
7225
  init(_data?: any): void;
7007
7226
  static fromJS(data: any): TransactionAction;
@@ -7026,6 +7245,8 @@ export interface ITransactionAction {
7026
7245
  responsibleParty: TransactionActionResponsibleParty;
7027
7246
  /** Text for an action that is a text acknowledgement. */
7028
7247
  actionText?: string | undefined;
7248
+ /** GitHub Flavored Markdown text for the action to provide rich formatted content. */
7249
+ markdownText?: string | undefined;
7029
7250
  }
7030
7251
  export declare class TransactionApiResponse implements ITransactionApiResponse {
7031
7252
  items?: Transaction[] | undefined;
@@ -8284,13 +8505,45 @@ export declare enum SortOrder8 {
8284
8505
  Ascending = "Ascending",
8285
8506
  Descending = "Descending"
8286
8507
  }
8508
+ /** Defines the types of targets that can have Partner approval control. */
8509
+ export declare enum TargetType {
8510
+ PreIPOCompanySPV = "PreIPOCompanySPV",
8511
+ RegisteredFund = "RegisteredFund"
8512
+ }
8513
+ export declare enum TargetType2 {
8514
+ PreIPOCompanySPV = "PreIPOCompanySPV",
8515
+ RegisteredFund = "RegisteredFund"
8516
+ }
8517
+ /** Defines the types of targets that can have Partner approval control. */
8518
+ export declare enum TargetType3 {
8519
+ PreIPOCompanySPV = "PreIPOCompanySPV",
8520
+ RegisteredFund = "RegisteredFund"
8521
+ }
8522
+ /** Defines the types of targets that can have Partner approval control. */
8523
+ export declare enum TargetType4 {
8524
+ PreIPOCompanySPV = "PreIPOCompanySPV",
8525
+ RegisteredFund = "RegisteredFund"
8526
+ }
8527
+ /** Defines the types of targets that can have Partner approval control. */
8528
+ export declare enum TargetType5 {
8529
+ PreIPOCompanySPV = "PreIPOCompanySPV",
8530
+ RegisteredFund = "RegisteredFund"
8531
+ }
8532
+ export declare enum TargetType6 {
8533
+ PreIPOCompanySPV = "PreIPOCompanySPV",
8534
+ RegisteredFund = "RegisteredFund"
8535
+ }
8536
+ export declare enum SortOrder9 {
8537
+ Ascending = "Ascending",
8538
+ Descending = "Descending"
8539
+ }
8287
8540
  export declare enum SortBy {
8288
8541
  UpdatedAt = "UpdatedAt",
8289
8542
  CreatedAt = "CreatedAt",
8290
8543
  LastValuation = "LastValuation",
8291
8544
  TotalFunding = "TotalFunding"
8292
8545
  }
8293
- export declare enum SortOrder9 {
8546
+ export declare enum SortOrder10 {
8294
8547
  Ascending = "Ascending",
8295
8548
  Descending = "Descending"
8296
8549
  }
@@ -8306,10 +8559,6 @@ export declare enum Includes {
8306
8559
  Investments = "Investments",
8307
8560
  Spvs = "Spvs"
8308
8561
  }
8309
- export declare enum SortOrder10 {
8310
- Ascending = "Ascending",
8311
- Descending = "Descending"
8312
- }
8313
8562
  export declare enum SortOrder11 {
8314
8563
  Ascending = "Ascending",
8315
8564
  Descending = "Descending"
@@ -8322,6 +8571,10 @@ export declare enum SortOrder13 {
8322
8571
  Ascending = "Ascending",
8323
8572
  Descending = "Descending"
8324
8573
  }
8574
+ export declare enum SortOrder14 {
8575
+ Ascending = "Ascending",
8576
+ Descending = "Descending"
8577
+ }
8325
8578
  export declare enum ResearchType {
8326
8579
  INTERVIEW = "INTERVIEW",
8327
8580
  MARKET = "MARKET",
@@ -8373,7 +8626,7 @@ export declare enum ExemptionsClaimed {
8373
8626
  SECURITIES_ACT_SECTION_3_c_14 = "SECURITIES_ACT_SECTION_3_c_14",
8374
8627
  Reg_S = "Reg_S"
8375
8628
  }
8376
- export declare enum SortOrder14 {
8629
+ export declare enum SortOrder15 {
8377
8630
  Ascending = "Ascending",
8378
8631
  Descending = "Descending"
8379
8632
  }
@@ -8387,10 +8640,6 @@ export declare enum SortBy2 {
8387
8640
  Valuation = "Valuation",
8388
8641
  MinCommitmentAmount = "MinCommitmentAmount"
8389
8642
  }
8390
- export declare enum SortOrder15 {
8391
- Ascending = "Ascending",
8392
- Descending = "Descending"
8393
- }
8394
8643
  export declare enum SortOrder16 {
8395
8644
  Ascending = "Ascending",
8396
8645
  Descending = "Descending"
@@ -8419,6 +8668,10 @@ export declare enum SortOrder22 {
8419
8668
  Ascending = "Ascending",
8420
8669
  Descending = "Descending"
8421
8670
  }
8671
+ export declare enum SortOrder23 {
8672
+ Ascending = "Ascending",
8673
+ Descending = "Descending"
8674
+ }
8422
8675
  export declare enum TargetAssetType {
8423
8676
  PreIPOCompanySPV = "PreIPOCompanySPV",
8424
8677
  RegisteredFund = "RegisteredFund",
@@ -8439,11 +8692,11 @@ export declare enum TargetAssetType4 {
8439
8692
  RegisteredFund = "RegisteredFund",
8440
8693
  PreIPOCompany = "PreIPOCompany"
8441
8694
  }
8442
- export declare enum SortOrder23 {
8695
+ export declare enum SortOrder24 {
8443
8696
  Ascending = "Ascending",
8444
8697
  Descending = "Descending"
8445
8698
  }
8446
- export declare enum SortOrder24 {
8699
+ export declare enum SortOrder25 {
8447
8700
  Ascending = "Ascending",
8448
8701
  Descending = "Descending"
8449
8702
  }
@@ -9107,6 +9360,10 @@ export declare enum PartnerRegistration {
9107
9360
  EXEMPT_REPORTING_ADVISOR = "EXEMPT_REPORTING_ADVISOR",
9108
9361
  RIA = "RIA"
9109
9362
  }
9363
+ export declare enum PartnerApprovalTargetType {
9364
+ PreIPOCompanySPV = "PreIPOCompanySPV",
9365
+ RegisteredFund = "RegisteredFund"
9366
+ }
9110
9367
  export declare enum PreIPOCompanyType {
9111
9368
  SOLE_PROPRIETOR = "SOLE_PROPRIETOR",
9112
9369
  SINGLE_MEMBER_LLC = "SINGLE_MEMBER_LLC",
@@ -9483,7 +9740,8 @@ export declare enum TransactionActionType {
9483
9740
  DocumentSign = "DocumentSign",
9484
9741
  DocumentAcknowledge = "DocumentAcknowledge",
9485
9742
  TextAcknowledge = "TextAcknowledge",
9486
- Questionnaire = "Questionnaire"
9743
+ Questionnaire = "Questionnaire",
9744
+ ViewDisclosure = "ViewDisclosure"
9487
9745
  }
9488
9746
  export declare enum TransactionActionResponsibleParty {
9489
9747
  Partner = "Partner",